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iShares S&P MidCap 400 Value Index shares owned by Operose Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Operose Advisors from 13F filings

Historical chart of Operose Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Operose Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Operose Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 18k 124.96
2024-09-30 $2.1M 17k 123.62
2024-06-30 $1.5M 13k 113.46
2024-03-31 $1.5M 13k 118.29

More positions owned by Operose Advisors

Vanguard Total Stock Market ETF Etf (VTI)
Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Schwab International Equity ETF Etf (SCHF)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Mid-Cap Growth ETF Etf (VOT)
Spdr S&p 500 Etf Etf (SPY)
iShares International Select Dividend ETF Etf (IDV)
Microsoft Corp Common (MSFT)
Vanguard S&P 500 ETF Etf (VOO)
Apple Common (AAPL)
Vanguard Russell 1000 Growth ETF Etf (VONG)
iShares Russell 2000 ETF Etf (IWM)
iShares Select Dividend ETF Etf (DVY)
Broadcom Common (AVGO)

View all positions for Operose Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Northern Trust
Financial Engines Advisors L.L.C
Raymond James & Associates
LPL Financial

View all funds holding iShares S&P MidCap 400 Value Index